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15 important things you should know about DRMCX mutual fund

Updated: September 27, 2020
71
Bull Case
  • 3-year return above the benchmark
  • 5-year return above the benchmark
  • 10-year return above the benchmark
  • 15-year return above the benchmark
  • No sales load or distribution fees
Bear Case
  • Low net assets
  • High expense ratio

Before we start: if you’re looking for DRMCX “stock” price, you can quickly find it out by visiting Finny and typing "DRMCX quote". If you’re looking for a quick scoop on DRMCX "stock" (price chart, key stats, buy or sell analysis and holdings), go to Finny and look for "DRMCX". You’ll get all this info in one place.

Are you looking to buy or sell DRMCX? Or perhaps you’re looking for DRMCX fact sheet, and learn about its alternatives? If so, you came to the right place.

In this DRMCX mutual fund review, we’ll address key questions our readers have been asking us about this fund, above and beyond what you can find in its prospectus, and on Morningstar or Yahoo Finance.

Here is what you’ll be able to find in this review:

  • Fact Sheet: DRMCX performance, returns, expense ratio, holdings and dividend yield;
  • Analysis: DRMCX buy or sell; the pros and cons of investing in DRMCX mutual fund;
  • Alternatives: other ETFs and mutual funds you should consider as alternatives to DRMCX.

And here is the list of questions we’ll answer:

  1. Describe Allianz Funds: AllianzGI Mid-Cap Fund; Institutional Class Shares (DRMCX).
  2. What are DRMCX holdings?
  3. What is DRMCX performance? What are DRMCX historical returns?
  4. How many up and down years did DRMCX have historically?
  5. What is DRMCX dividend yield?
  6. What is DRMCX minimum initial investment amount?
  7. What is DRMCX expense ratio?
  8. Does DRMCX have any sales loads or 12b-1 distribution expenses?
  9. What is DRMCX tax efficiency (tax-cost ratio)?
  10. What is DRMCX beta? How would you assess DRMCX risk?
  11. What is DRMCX Sharpe ratio?
  12. What is DRMCX Finny Score? DRMCX buy or sell?
  13. What are the pros of investing in DRMCX? What are DRMCX buy reasons?
  14. What are the cons of investing in DRMCX? What are DRMCX sell reasons?

So let’s start. Scroll down to the question that interests you the most.

Fact Sheet

1. Describe Allianz Funds: AllianzGI Mid-Cap Fund; Institutional Class Shares (DRMCX).

The Fund seeks long-term capital appreciation. The Fund invests at least 80% of its net assets in common stocks and other equity securities of medium-sized companies those included in the Russell Midcap Growth Index.

2. What are DRMCX top holdings?

DRMCX has 61 stock holdings and 0 bond holdings.

The top 10 holdings represent 25.71% of total assets. Here are the top holdings:

Name Symbol % Assets
DexCom Inc DXCM 3.11%
EPAM Systems Inc EPAM 2.83%
Splunk Inc SPLK 2.82%
Zynga Inc Class A ZNGA 2.70%
Fidelity National Information Services Inc FIS 2.65%
Lululemon Athletica Inc LULU 2.61%
Chipotle Mexican Grill Inc Class A CMG 2.44%
Take-Two Interactive Software Inc TTWO 2.32%
Catalent Inc CTLT 2.16%
Tradeweb Markets Inc TW 2.07%

3. What is DRMCX performance? What are DRMCX historical returns?

DRMCX has generated the following returns:

  • 1-month return is -1.23%;
  • 3-month return is 11.49%;
  • 1-year return is 33.13%;
  • 3-year return is 18.99%;
  • 5-year return is 16.24%;
  • 10-year return is 14.12%;
  • 15-year return is 10.77%.

4. How many up and down years did DRMCX have historically?

In the last 10 years, DRMCX had 8 up years and 2 down years.

DRMCX up and down years

5. What is DRMCX dividend yield?

DRMCX yield is 0%.

6. What is DRMCX minimum initial investment amount?

DRMCX minimum initial investment amount is $25.00K.

7. What is DRMCX expense ratio?

DRMCX expense ratio is 0.79%. The expense ratio of a fund is the total percentage of fund assets used for administrative, management, and all other expenses.

DRMCX expenses

8. Does DRMCX have any sales loads or 12b-1 distribution expenses?

DRMCX 12b-1 distribution fee is 0. DRMCX front-end sales load is 0. DRMCX back-end sales load is 0.

9. What is DRMCX tax efficiency (tax-cost ratio)?

  • 1-year ax cost ratio is 0.93%;
  • 3-year ax cost ratio is 2.29%.
DRMCX tax costs

10. What is DRMCX beta? How would you assess DRMCX risk?

  • 3-year beta is 1.14;
  • 5-year beta is 1.14;
  • 10-year beta is 1.17.
DRMCX Beta

11. What is DRMCX Sharpe ratio?

  • 3-year Sharpe ratio is 0.74;
  • 5-year Sharpe ratio is 0.70;
  • 10-year Sharpe ratio is 0.84.
DRMCX Sharpe ratio

Analysis

12. What is Finny Score? buy or sell?

Finny Score is 71. Our quantitative analysis shows 5 reasons to buy and 2 reasons to sell it, resulting in the Finny Score of 71.

13. What are the pros of investing in DRMCX? What are DRMCX buy reasons?

The following are DRMCX strengths from our perspective:

  • <strong>DRMCX 3-year return</strong> is 18.99%, which is higher than the 3-year return of the benchmark index (Russell Mid Cap Growth TR USD), 15.31%.
  • <strong>DRMCX 5-year return</strong> is 16.24%, which is higher than the 5-year return of the benchmark index (Russell Mid Cap Growth TR USD), 13.71%.
  • <strong>DRMCX 10-year return</strong> is 14.12%, which is in line with the 10-year return of the benchmark index (Russell Mid Cap Growth TR USD), 14.44%.
  • <strong>DRMCX 15-year return</strong> is 10.77%, which is higher than the 15-year return of the benchmark index (Russell Mid Cap Growth TR USD), 10.29%.
  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

14. What are the cons of investing in DRMCX? What are DRMCX negatives?

The following are DRMCX weaknesses from our perspective:

  • <strong>DRMCX net assets</strong> are $56.50 million. This fund is not a popular choice with retail investors.
  • <strong>DRMCX expense ratio</strong> is 0.79%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?
In the DRMCX review, we covered DRMCX key stats (return, performance, yield, expense ratio, and holdings), buy and sell analysis, and alternative investments. If this review was helpful to you, feel free to check out other mutual fund and ETF reviews.
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